One man's journey to financial independence.

My Portfolio

This portfolio is updated in real-time via Google Docs. All stocks are kept in a taxable account. The only thing that I now have to manually enter will be the number of shares owned. All other values are automatically updated from Google/Yahoo Finance.

Column Headers:

%->Low – this is the % away from the 52-week low. If it’s between 0-10% it’s highlighted green.%->Cost – this is the % away from my cost basis. Highlighted red if below cost and green if >30%.Wt. – This is the portfolio weight, calculated as 100/#stocks. Highlighted red <2% & green >5%.DGR – This is the 5-year CAGR pulled from the CCC sheets (3-year CAGR used for Challengers)10YOC5 – This is 10-year YOC calculated from the 5-year CAGR (3-Year CAGR used for Challengers)

Categories

Disclaimer

I am not a licensed financial professional. I created this site to be informative and entertaining. No purchases I make are recommendations to buy those particular equities. I'm not liable by any party for losses you might incur. All investments are subject to losing money and you should consult a financial professional before making any investment decisions.